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Portfolio (Quarterly) Guide ↗

Nvest Financial, LLC

· CIK 0001915315
13F Portfolio $316M AUM 150 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 53 Added 41 Reduced 6 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,040.0 $771K 0.24% +458.0 +28.9% $377.78 -2.1%
42 TSLA TESLA INC Consumer Cyclical 1,746.0 $734K 0.23% +113.0 +6.9% $420.61 -15.3%
43 VGT VANGUARD WORLD FD 6,083.0 $727K 0.23% +5K +856.5% $119.52 -0.5%
44 GERN GERON CORP Healthcare 517,150.0 $662K 0.21% +9K +1.7% $1.28 +15.6%
45 AUGT AIM ETF PRODUCTS TRUST 15,109.0 $575K 0.18% +292.0 +2.0% $38.06 +2.5%
46 QQQI NEOS ETF TRUST 8,187.0 $465K 0.15% +3K +54.6% $56.79 -4.9%
47 AXON AXON ENTERPRISE INC Industrials 777.0 $436K 0.14% +73.0 +10.4% $560.83 -7.6%
48 NOW SERVICENOW INC Technology 3,706.0 $368K 0.12% +946.0 +34.3% $99.28 +43.9%
49 IWM ISHARES TR 1,181.0 $355K 0.11% +104.0 +9.7% $300.49 -3.3%
50 TYL TYLER TECHNOLOGIES INC Technology 953.0 $279K 0.09% +233.0 +32.4% $292.46 +28.7%
51 FEBT AIM ETF PRODUCTS TRUST 6,640.0 $273K 0.09% +135.0 +2.1% $41.14 +1.9%
52 EVSM MORGAN STANLEY ETF TRUST 5,070.0 $255K 0.08% +39.0 +0.8% $50.31 -0.7%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 4,799.0 $203K 0.06% +64.0 +1.4% $42.34 +18.8%
Page 3 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.6%
Technology 25.1%
Industrials 9.7%
Communication Services 8.5%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Healthcare 6.6%
Utilities 3.4%
Basic Materials 2.4%
Energy 0.9%